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Henry Barton Riley

BARTON INVESTMENT MANAGEMENT, LLC·W. CONSHOHOCKEN, Pennsylvania
Series 65Clean record5 years registeredBARTON INVESTMENT MANAGEMENT, LLC
ONE TOWER BRIDGE, W. CONSHOHOCKEN, PA 19428CRD# 7175836Firm CRD# 141084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Henry Barton Riley · W. CONSHOHOCKEN, PA
Registration
CRD #7175836 · BARTON INVESTMENT MANAGEMENT, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

BARTON INVESTMENT MANAGEMENT, LLC
Oct 2020 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 19, 2020
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BARTON INVESTMENT MANAGEMENT, LLC
CRD 141084 · SEC 801-66964
AUM
$846M
Regulatory assets under management
Employees
6
287 client accounts
Services offered by BARTON INVESTMENT MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BARTON INVESTMENT MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Henry Barton Riley offer?
Henry Barton Riley specializes in Investment Management. Contact their office in W. CONSHOHOCKEN, Pennsylvania for a consultation.
What are Henry Barton Riley's credentials?
Henry Barton Riley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Henry Barton Riley located?
Henry Barton Riley is based in W. CONSHOHOCKEN, Pennsylvania, working with BARTON INVESTMENT MANAGEMENT, LLC. Their office serves clients in the W. CONSHOHOCKEN metropolitan area and surrounding communities.
How does Henry Barton Riley charge for services?
Henry Barton Riley's firm is compensated through percentage of aum, other: portfolio monitoring fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARTON INVESTMENT MANAGEMENT, LLC?
BARTON INVESTMENT MANAGEMENT, LLC has approximately 6 employees and manages $846M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BARTON INVESTMENT MANAGEMENT, LLC

Janna Martinelli Forte
W. CONSHOHOCKEN, PA
John Barton Riley
W. CONSHOHOCKEN, PA

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